LCI Industries (NYSE:LCII) Now Covered by Stifel Nicolaus

Equities research analysts at Stifel Nicolaus initiated coverage on shares of LCI Industries (NYSE:LCII) in a report issued on Tuesday. The firm set a “buy” rating and a $152.00 price target on the stock. Stifel Nicolaus’ price objective points to a potential upside of 25.39% from the stock’s current price.

Several other brokerages have also commented on LCII. Robert W. Baird set a $150.00 price target on LCI Industries in a research note on Thursday, February 19th. Roth Mkm reaffirmed a “neutral” rating and issued a $164.00 price objective on shares of LCI Industries in a research note on Thursday, February 19th. Wall Street Zen cut LCI Industries from a “strong-buy” rating to a “buy” rating in a report on Saturday, March 7th. BMO Capital Markets reissued a “market perform” rating and set a $155.00 target price on shares of LCI Industries in a research report on Wednesday, February 18th. Finally, Benchmark raised their price target on shares of LCI Industries from $130.00 to $175.00 and gave the company a “buy” rating in a report on Thursday, February 19th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, LCI Industries currently has an average rating of “Hold” and an average target price of $156.00.

LCI Industries Stock Up 3.2%

Shares of LCII opened at $121.23 on Tuesday. LCI Industries has a fifty-two week low of $72.31 and a fifty-two week high of $159.66. The company’s fifty day moving average is $140.20 and its two-hundred day moving average is $118.67. The firm has a market cap of $2.93 billion, a PE ratio of 16.06 and a beta of 1.33. The company has a quick ratio of 1.14, a current ratio of 2.85 and a debt-to-equity ratio of 0.69.

LCI Industries (NYSE:LCII) last released its quarterly earnings data on Wednesday, February 18th. The company reported $0.89 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.20. The business had revenue of $2.18 billion during the quarter, compared to the consensus estimate of $913.04 million. LCI Industries had a return on equity of 13.55% and a net margin of 4.57%.During the same period in the prior year, the firm posted $0.37 EPS. LCI Industries has set its FY 2026 guidance at 8.250-9.25 EPS. Analysts forecast that LCI Industries will post 6.76 earnings per share for the current year.

Insider Activity

In related news, insider Jamie Schnur sold 10,000 shares of the firm’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $144.66, for a total transaction of $1,446,600.00. Following the sale, the insider directly owned 19,420 shares in the company, valued at approximately $2,809,297.20. This trade represents a 33.99% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Jason Lippert sold 10,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $142.76, for a total value of $1,427,600.00. Following the transaction, the chief executive officer directly owned 334,973 shares in the company, valued at $47,820,745.48. This trade represents a 2.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 90,000 shares of company stock worth $13,137,900. 3.50% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Huntington National Bank boosted its stake in shares of LCI Industries by 79.8% in the fourth quarter. Huntington National Bank now owns 205 shares of the company’s stock valued at $25,000 after purchasing an additional 91 shares during the period. Salomon & Ludwin LLC increased its stake in LCI Industries by 1,818.2% during the 4th quarter. Salomon & Ludwin LLC now owns 211 shares of the company’s stock worth $26,000 after buying an additional 200 shares during the period. Global Retirement Partners LLC purchased a new stake in LCI Industries during the 4th quarter worth $30,000. Financial Consulate Inc. acquired a new position in LCI Industries in the 3rd quarter worth $56,000. Finally, Northwestern Mutual Wealth Management Co. boosted its position in LCI Industries by 358.8% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 624 shares of the company’s stock valued at $58,000 after buying an additional 488 shares during the last quarter. 99.71% of the stock is owned by institutional investors and hedge funds.

About LCI Industries

LCI Industries is a publicly traded manufacturer specializing in engineered components and systems for the recreation vehicle (RV), marine and housing industries. The company develops and supplies a diverse range of products designed to enhance comfort, convenience and functionality in mobile and leisure applications. LCI Industries serves original equipment manufacturers (OEMs) and aftermarket customers throughout North America.

The company’s core offerings include power conversion and control systems, slideout mechanisms, entry and docking products, seating and furniture solutions, as well as window and door assemblies.